Receive new client intake submissions, add or update opportunities, and manage documents in Google Drive
Receive new client intake submissions, add or update opportunities, and manage documents in Google Drive
Process client intake form submissions by adding or updating opportunities in LeadConnector and managing related documents in Google Drive. This ensures faster onboarding and organized document storage.
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Overview
Process client intake form submissions by adding or updating opportunities in LeadConnector and managing related documents in Google Drive. This ensures faster onboarding and organized document storage.